Stop clicking into every ticket. Ask your AI.
Connect Claude, ChatGPT, Gemini, Copilot or any AI tool that supports MCP to TopLeft. It reads your projects, tickets, tasks and notes, and creates or updates them when you ask.
Works the same on ConnectWise, Autotask and HaloPSA.
Nicole has 50 open tickets on the Helpdesk board, 12 of them in progress. These need someone this week.
Emergencies only she is on
- S3029Gateway Offline, Key Pool. The ping monitor shows 100% packet loss.
- S2535Internet has failed, Future Message. Scheduled, nobody else assigned.
- S1482Modem failure, BenePartum Law Groups. Not responded to yet.
Due soon or over budget
- S1354Wifi memory error, Help-U-Sell Realty. Waiting, due in 3 days.
- S1436Roll back the fibre, Yellow Systems. 6.2h logged against a 2h budget.
Want me to hand the three emergencies to James Savino and add a handover note on each?
Mockup on TopLeft's ConnectWise demo data.
TopLeft is a visual project management layer for MSPs (managed service providers) that runs on top of ConnectWise, Autotask and HaloPSA. The MCP connector is a data connector for the AI tools your team already uses. Your AI reads from it when you ask. The connector does not send your data to any AI provider.
Twenty clicks to find out what's going on.
A client asks for a status. You open the project, then the work plan, then each ticket, then the notes. Or you export to Excel, sort it, and type the changes back into the PSA.
One ticket at a time
The status lives inside each ticket. Answering "where are we with this client?" means opening all of them.
Who is on what
The PSA can't show what everyone is working on right now. Someone has to ask, and the answer is out of date by lunch.
Tickets pasted into ChatGPT
Your team already copies tickets into an AI tool. The copy is stale after the next update, and nobody tracks what was pasted.
20 clicks to go find what's going on.
There's times where we wonder, what are they working on today?
We've dabbled with putting something together from exporting information from CW into Claude. It can grow legs fast.
“Is there anything on the roadmap for exposing the TopLeft boards for MCP, so I can use it with my own AI?”
Ask in plain English. Changes land in the PSA.
It works through your TopLeft boards and views, on live data. Anything it creates or changes goes back to the PSA the same way an edit on the board does.
Questions
- What was Dave working on, and what do I need to follow up on while he's out?
- Tell me about Northwind. What are we working on for them, and what should I look into?
- Which tickets on the service board (ConnectWise's name for a ticket queue) haven't been touched in 14 days?
- Summarize the notes on the firewall project since Monday.
Jobs
- Triage the new tickets on the service board. Set the type, subtype and item.
- Rewrite the subjects on today's new tickets so they say what's wrong.
- Split 4521 into a separate ticket for each site.
- Create a project for the Northwind firewall refresh, with a task for each site.
- Book a follow-up activity with Northwind for next Tuesday.
- Move 4521 to Waiting on Client and log 30 minutes for this morning's call.
Done. Three tickets updated in ConnectWise.
| Ticket | Subject | Type / Subtype / Item |
|---|---|---|
| S1482 | Modem down at main sitemodem failure | Reactive / Network / Modem |
| S3029 | Gateway offline, 100% packet lossGateway Offline | Reactive / Network / Gateway |
| S1446 | Fibre circuit downfibre failure | Reactive / Internet / Fibre |
S1482 was typed Proactive. I changed it to Reactive because the modem has failed.
Mockup on TopLeft's ConnectWise demo data. Subtype and item values are examples.
What it can do
It sees only what you can see in TopLeft, and your PSA's own rules apply to every change. The connector never sends data to an AI provider. Your own AI tool fetches it, so your AI policies decide where it goes.
Read boards and views
Columns, groups, filters and sort order, the same as on screen.
Read every record
Projects, tickets, tasks and activities, with every field, the notes and the time entries.
Create
Projects, tickets, tasks and activities, straight into the PSA.
Edit and triage
Subjects, type, subtype, item, and any other field the record editor lets you change.
Move cards
Between columns and groups, the same as dragging one.
Add notes and log time
Written to the ticket or task in your PSA.
One request across every tool your AI can reach.
TopLeft is one MCP connector among hundreds. Microsoft 365, Slack, HubSpot, Zoom, Notion and Jira have their own. Connect them side by side and a single request can use all of them.
Across your tools
- Post today's open emergencies to the #service channel in Slack.
- Create the onboarding project for every HubSpot deal that closed this week.
- Add the action items from yesterday's Zoom call to Key Pool's ticket as a note.
Files from live data
- Build Key Pool's quarterly business review (QBR) deck from their open tickets.
- Put hours logged per client this month in a spreadsheet, with a chart.
- Write a handover document for Nicole's open tickets.
Claude, ChatGPT and Copilot already write Word documents, Excel sheets, PowerPoint decks and charts. With TopLeft connected, they write them from what is in your PSA today.
Denise Calore is the contact on all 24. The two emergencies and the two past-due tickets are on slides 2 and 3. Slide 5 is blank for you to fill in.
Mockup on TopLeft's ConnectWise demo data.
See it on a demo board.
In the demo we connect an AI tool to our demo environment and ask it questions live.
Connected in three steps.
An admin turns it on.
Under Settings, AI, MCP. Choose who can connect and what each person may change.
Add TopLeft as a connector.
In Claude, ChatGPT or another AI tool, add a custom connector with the address TopLeft shows you. It sends you to TopLeft to sign in and approve what it may do. Tools without a sign-in step use a personal key, which you can revoke.
Ask.
Start with a client or a tech: what's open, what's stuck, what changed this week.
Your AI tool
Claude, ChatGPT, Gemini, Copilot, n8n or any MCP client. Runs under your account and your AI policies.
TopLeft
- Answers only when your AI asks
- Sees only what you can see
- Applies your PSA's rules to every change
Your PSA
ConnectWise, Autotask or HaloPSA. Changes are written here, the same as from the board.
Ask the AI. Plan on the board.
Ask the AI when
- a client wants a status and you don't want to open ten tickets
- a tech is out and you need to know what they had open
- you're on a call and want the note or the time entry in now
- new tickets need a subject that makes sense and a type, subtype and item
Open the board when
- you're planning the week and moving work around
- you need to see everyone's workload side by side
- you're running the morning huddle (a 10 to 15 minute meeting at the board)
“Claude's fine for, tell me the status of this project as a third party, but if you're actually managing the project, you want something you can click and drag and edit.”
Used by 700+ MSPs
What MSPs ask before they connect it
Does the connector send our data to an AI provider?
Can it create tickets and projects?
Can I keep it read-only?
What is MCP?
Which AI tools work with it?
Which PSAs does it work with?
Does it replace the board?
Book a demo.
We look at how your team gets answers out of the PSA today and show the connector on our demo environment. There is a 30-day money-back guarantee. If it isn't working for your team in the first 30 days, you get your money back.